| Period | Portfolio | S&P 500VOO | Nasdaq-100QQQ | Dow JonesDIA | From |
|---|---|---|---|---|---|
| 1 Day |
-0.43% | -1.09% | -1.97% | -0.11% | Oct 13, 2026 |
| 1 Week |
+0.49% | -0.97% | -3.80% | +0.90% | Oct 7, 2026 |
| MTD |
+0.95% | +0.94% | -1.46% | +1.39% | Sep 30, 2026 |
| 1 Month |
-2.64% | +1.42% | +2.89% | -1.46% | Sep 14, 2026 |
| QTD |
+0.95% | +0.94% | -1.46% | +1.39% | Sep 30, 2026 |
| 3 Months |
-0.28% | +3.27% | -0.91% | -0.96% | Jun 30, 2026 |
| YTD |
+24.38% | +13.78% | +19.07% | +8.47% | Dec 31, 2025 |
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Bar under each period shows the interval its return covers, all ending today.Marks where the period nominally begins — a bar reaching past it spans longer than its label.
Portfolio returns are time-weighted, chain-linked across each period, day-weighted for deposits and withdrawals. Contributions are excluded from performance. Gross of taxes.
Index funds are S&P 500 (VOO), Nasdaq-100 (QQQ), and Dow Jones (DIA), with dividends reinvested, so their figures are total return like the portfolio’s. All are measured over the same dates as each portfolio window.
1 Year not yet shown — the account history does not reach back far enough to measure it.